AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,577,600 $280M 0.07% -156,747 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,220,689 $258M 0.09% -2,610 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,560,730 $218M 0.05% +37,601 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,163,181 $193M 0.17% -153,629 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,988,204 $183M 0.01% +142,275 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,768,787 $169M 0.06% +499,311 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,177,650 $133M 0.03% +1,384 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,806,550 $110M 0.15% -56,076 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,657,127 $101M 0.07% +7,606 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,497,555 $91.5M 0.02% +14,207 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,112,603 $67.7M 0.05% +316,115 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,075,550 $65.7M 0.35% -50,486 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 938,551 $57.4M <0.01% +25,101 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 927,280 $56.7M 7.66% +67,613 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 870,301 $53.2M 5.99% +39,300 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 692,840 $42.4M 0.09% +279,305 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 628,519 $38.4M 3.57% +11,603 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 606,832 $37.6M 13.78% -4,480 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 579,175 $35.4M 0.19% -12,587 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 562,332 $34.4M 0.06% -23,583 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 518,173 $31.7M 6.7% +29,515 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 422,933 $25.9M 0.8% +8,859 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 344,941 $21.1M 0.01% -274,802 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 334,383 $20.4M 0.06% -24,098 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 266,086 $16.3M 2.68% +26,140 13F-HR/A Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 253,345 $15.5M 0.19% -9,981 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 245,736 $15M 0.03% -6,572 13F-HR/A Timeline Group Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 229,543 $14M 3.38% +2,150 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 227,479 $13.9M +32,939 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 225,739 $13.8M 0.19% +4,779 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 205,511 $12.6M 1.72% -3,052 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 198,734 $12.1M 5.49% -736 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 190,115 $11.6M 0.12% +3,291 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 174,565 $10.7M 2.23% -11,110 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 155,503 $9.51M 0.02% +148,608 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 153,197 $9.36M +2,176 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 144,814 $8.85M 0.52% +1,273 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 136,398 $8.34M 0.04% +68,085 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 134,085 $8.2M 2.65% +11,459 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 129,293 $7.9M 2.54% +16,705 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 126,322 $7.72M 0.06% -30,257 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 125,118 $7.65M 0.28% -6,626 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 120,372 $7.36M 2.78% -55,133 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 114,665 $7.01M 0.02% -5,519 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 103,461 $6.32M 0.14% -6,095 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 100,717 $6.16M 0.42% -7,230 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 98,932 $6.05M 1.39% new 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 95,417 $5.84M 4.38% +2,011 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 94,785 $5.79M 0.01% -3,878 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,120 $5.69M 0.01% -239 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 87,275 $5.43M 0.12% +21,954 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 88,637 $5.42M 0.62% -6,183 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 83,664 $5.11M 3.78% +211 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,280 $5.09M 0.19% -100 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 82,217 $5.03M 0.23% +8,102 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 78,180 $4.78M 0.01% -5,367 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 78,057 $4.77M 0.13% -202 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 73,708 $4.51M 0.18% -206,994 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 70,001 $4.28M 0.2% +2,907 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 69,144 $4.23M 0.18% +51,403 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,558 $4.19M 0.03% -2,118 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 65,944 $4.03M 2.71% +5,639 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 60,643 $3.82M 0.11% +5,632 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 61,709 $3.77M 1.59% -2,434 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 59,467 $3.67M 1.34% -6,083 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 58,047 $3.55M 2.99% -1,777 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 57,885 $3.54M 0.44% +7 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 57,401 $3.51M 0.74% -160,817 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 56,994 $3.48M 0.28% -3,438 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 54,862 $3.35M 2.08% +3,594 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 52,814 $3.23M <0.01% +7,635 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 48,786 $2.98M 0.09% +1,971 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 48,648 $2.97M 0.39% -22,244 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,117 $2.94M <0.01% -293,793 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 47,123 $2.88M 0.02% -1,178 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 45,950 $2.81M 0.78% -1,551 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 45,175 $2.76M 0.05% +11,836 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 43,635 $2.67M 2.03% -1,224 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 42,577 $2.6M 0.01% +5,946 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 41,995 $2.57M 1.17% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 39,486 $2.41M 0.06% 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 38,596 $2.36M 0.84% +1,524 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 38,533 $2.36M 0.31% -8,695 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 38,474 $2.35M 0.03% +816 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 37,833 $2.31M 0.29% +9,210 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 35,267 $2.16M 0.13% -11,879 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,213 $2.15M 0.04% +15,377 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 34,617 $2.12M 0.49% +4,808 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 33,923 $2.07M 0.17% -3,501 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 33,872 $2.07M 0.82% -2,689 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,690 $2.06M 0.04% +7,780 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,850 $2.01M 0.01% -1,277 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32,694 $2M 0.19% -127 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32,582 $1.99M 0.14% +386 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 32,247 $1.97M 0.23% -1,003 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,150 $1.97M 0.12% -537 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 31,104 $1.9M <0.01% -608,490 13F-HR/A Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 31,097 $1.9M 0.17% -6,775 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30,834 $1.88M 0.74% +7,823 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 30,775 $1.88M 0.47% 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,572 $1.81M 1.46% -75,034 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,433 $1.74M <0.01% +18,829 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 26,422 $1.62M 0.15% +24 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 25,373 $1.55M 0.14% -7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,382 $1.49M 0.03% +1,324 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,037 $1.47M 0.01% -79 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 23,288 $1.42M 0.01% -8,402 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 23,231 $1.42M 0.4% -128 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,200 $1.42M 0.06% +6,792 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,454 $1.37M 0.04% -20,771 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,036 $1.35M <0.01% +211 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 21,411 $1.31M 0.58% -527 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 21,379 $1.31M 1.06% -4,027 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 21,079 $1.29M 0.38% -3,737 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,730 $1.27M <0.01% +684 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,600 $1.26M <0.01% -1,127 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,411 $1.25M <0.01% +15,628 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,165 $1.23M 0.17% +320 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 19,751 $1.21M 0.56% -2,639 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,800 $1.15M 0.01% +2,000 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,067 $1.1M 0.09% -5,855 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 18,013 $1.1M 0.38% -610 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,606 $1.02M 0.09% +358 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,179 $989K 0.14% +1,135 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 15,971 $976K 0.01% +8,493 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,716 $961K <0.01% -13,469 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 15,421 $943K 0.11% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,405 $942K 0.06% -1,453 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 13,665 $835K 0.19% +107 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,481 $824K 0.17% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,067 $799K 0.01% +3,148 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,521 $762K 0.03% -140 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,233 $748K 0.02% -1,181 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 11,934 $730K 0.12% +10 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 11,073 $677K 3.22% +8,178 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,795 $660K 0.01% +83 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,757 $658K 0.04% -158 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,619 $649K 0.23% +1,970 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,439 $638K 0.01% -610 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,265 $627K <0.01% +22 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,064 $615K 0.59% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,929 $607K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,708 $593K 0.01% +1,895 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 8,893 $544K 0.24% -375 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,860 $542K 0.05% 0 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,841 $540K 0.22% -1,153 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,770 $536K 0.03% +2,111 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,676 $530K 0.16% -1,214 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,041 $492K <0.01% +1,912 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 7,960 $487K 0.19% -173 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,799 $477K <0.01% -417 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,697 $471K <0.01% -459 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,683 $470K <0.01% +7 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,666 $469K <0.01% +134 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 7,608 $465K <0.01% -212 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,433 $463K 0.01% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,557 $462K 0.04% +8 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,519 $460K 0.21% -29 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 7,154 $437K 0.5% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,578 $402K 0.06% -85 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,531 $400K 0.15% -16 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,517 $398K 0.05% +137 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,256 $382K 0.04% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,253 $382K <0.01% new 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,166 $377K 0.17% -91 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,891 $360K 0.05% -2,497 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,828 $356K 0.1% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,532 $338K 0.2% +3 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 5,451 $333K 0.19% -88,017 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,440 $333K 0.11% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,422 $331K <0.01% -990 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,411 $331K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,354 $327K <0.01% new 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,206 $318K 0.1% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,876 $298K <0.01% 0 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,811 $294K <0.01% 0 13F-HR/A Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,745 $290K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,442 $272K 0.01% +660 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,362 $267K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,290 $262K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,282 $262K 0.02% -105 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,224 $258K 0.01% -307 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,199 $257K 0.06% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,142 $253K <0.01% -1,817 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,055 $248K 0.01% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,748 $229K 0.08% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,722 $228K 0.05% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,629 $222K 0.15% +100 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,580 $219K 0.01% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,404 $208K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,365 $208K 0.04% +2,524 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 3,353 $205K 0.18% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,109 $190K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. 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